SWM

Sugarloaf Wealth Management Portfolio holdings

AUM $529M
1-Year Est. Return 14.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
+$368K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$3.48M
3
+$2.96M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$2.14M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$977K

Top Sells

1
+$796K
2
+$614K
3
+$482K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$364K
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$304K

Sector Composition

1 Technology 6.66%
2 Financials 4.35%
3 Consumer Discretionary 3.17%
4 Healthcare 2.65%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
417
+310
677
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15
678
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10
679
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13
680
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5
681
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682
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9
683
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9
684
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32
685
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115
686
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200
687
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100
688
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7
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5
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693
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1,750
695
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2
696
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697
$1K ﹤0.01%
100
698
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8
-1
699
$1K ﹤0.01%
3
700
$1K ﹤0.01%
24
26 27
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29 30